Main Menu

Breadcrumb page navigation

Financial Services

The investment management team of Passumpsic Financial Advisors offers a wide range of services to individuals, businesses and organizations. We deliver services through two distinct channels.

Our first delivery channel is through our Trust and Investment area where we build personalized portfolios that protect and grow wealth.

Services offered: Fiduciary/Trust Accounts

Individualized Portfolios

Revocable/Living

Irrevocable

Charitable

Testamentary

Endowment Funds

Investment Agency Accounts

Individualized Portfolios and Asset Allocation ETF Models

Investment Management

Investment Advisory

Retirement Plan Accounts

Individualized Portfolios and Asset Allocation ETF Models

IRA Rollovers & Self Directed

SIMPLE & SEP Employer Plans

401(k), 403(b) & 457 Qualified Retirement Plans

Estate Settlement Services

Not insured by the FDIC. Not a deposit or obligation of, or guaranteed by, the bank. Subject to investment risks, including possible loss of the principal invested.

Our second delivery channel is Investment and Insurance products offered through our partnership with Infinex Investments, Inc. Member FINRA/SIPC.

Products and Services offered: Financial Planning

401K/IRA Rollovers

Retirement Planning

Life Insurance

Long-Term Care Insurance

IRAs (Traditional & Roth)

Fixed & Variable Annuities

Treasury Securities

Stocks

Corporate & Municipal Bonds

Mutual Funds

For more information about our products and services, call Passumpsic Financial Advisors at (802) 751-4335 or contact one of our financial specialists.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Passumpsic Financial Advisors is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.